Advanced Customer Search

Contents of this Topic: ShowHide

Overview

• This screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is opened by the Advanced Search button of the Search for Customer screen.

Main Menu>Accordion>Manage My Customers>View & Manage My Customers>Search tab

• Enter criteria in one or more fields to search for matching customer records.

• Fields marked with an asterisk can only be searched by themselves; there cannot be data in any other fields.

• Searches on all fields other than Customer ID and Order # are "wild card" searches in which a string value is entered, surrounded by asterisks.

• To access this screen go to:

Main Menu Accordion>Manage My Customers>View & Manage My Customers>Accordion Menu>Search>Advanced Search

Description of the Advanced Customer Search Screen

Customer ID Field

• if the customer's ID is known, enter it here and click the Begin Search button
• do not enter data in any other fields when searching by this field

Order # Field

• if the SEOM order number is known, enter it in this field and click the Begin Search button
• do not enter data in any other fields when searching by this field   

Email Field

• if the customer's email address is known, enter it in this field and click the Begin Search button
• do not enter data in any other fields when searching by this field   

Phone Field

• if the customer's phone number is known, enter it in this field and click the Begin Search button
• do not enter data in any other fields when searching by this field   

First Name Field

• enter a name in this field to find all customer records containing the same first name

Last Name Field

• enter a surname in this field to find all customer records containing the same last name

Company  Field

• enter a company name as search criteria

City Field

• search for customers located in the specific city entered here

State Field

• search for customers located in the specific state entered here

Zip Code Field

• search for customers located in the specific Zip Code entered here

Country Field

• search for customers located in the specific country entered here

Bal./Credit Due Check box

• check this box to search for customers with a positive or negative account balance

Do not ship to Check box

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation this box to search for customer records that are marked as Do Not Ship To

Order from: and thru: Fields

• enter a date range in which an order was placed as search criteria

Additional Search Options

• select a product from the list of items produced by using one of the buttons at the bottom of this section of the screen

Items they purchased Tab

Show All Button

• lists all inventory items

A-Z Buttons

• click a letter button to see a list of inventory items that begin with that letter

# Button

• click this button to see a list of all SKUs that begin with a number

Custom Fields Tab

• click this tab to see customer-defined custom fields that can be used as search criteria
• this tab is not visible if no custom fields have been defined

Begin Search Button

• after entering data in any or as many fields as necessary, click this button to start the advanced search process

Cancel Button

• click this button to close the advanced Search for Customers screen

Created: 3/9/12

Revised: 6/11/12

Published: 04/13/16